Beese Fulmer Investment Management’s Sound Financial Bancorp SFBC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$239K	Sell	5,200 -330	-6%	-$15.2K	0.02%	262
2025 Q1	$277K	Hold	5,530	–	–	0.02%	206
2024 Q4	$291K	Sell	5,530 -5,000	-47%	-$263K	0.02%	195
2024 Q3	$563K	Hold	10,530	–	–	0.05%	144
2024 Q2	$463K	Sell	10,530 -550	-5%	-$24.2K	0.04%	152
2024 Q1	$445K	Hold	11,080	–	–	0.04%	152
2023 Q4	$432K	Hold	11,080	–	–	0.04%	155
2023 Q3	$407K	Hold	11,080	–	–	0.05%	158
2023 Q2	$396K	Hold	11,080	–	–	0.04%	162
2023 Q1	$410K	Hold	11,080	–	–	0.05%	164
2022 Q4	$449K	Hold	11,080	–	–	0.05%	158
2022 Q3	$449K	Hold	11,080	–	–	0.06%	149
2022 Q2	$420K	Hold	11,080	–	–	0.05%	159
2022 Q1	$422K	Hold	11,080	–	–	0.05%	162
2021 Q4	$488K	Hold	11,080	–	–	0.05%	160
2021 Q3	$499K	Hold	11,080	–	–	0.06%	158
2021 Q2	$480K	Buy	11,080 +550	+5%	+$23.8K	0.05%	154
2021 Q1	$438K	Hold	10,530	–	–	0.05%	154
2020 Q4	$334K	Buy	10,530 +330	+3%	+$10.5K	0.04%	164
2020 Q3	$299K	Hold	10,200	–	–	0.04%	157
2020 Q2	$242K	Hold	10,200	–	–	0.04%	167
2020 Q1	$218K	Hold	10,200	–	–	0.04%	163
2019 Q4	$367K	Hold	10,200	–	–	0.05%	151
2019 Q3	$367K	Buy	10,200 +2,700	+36%	+$97.1K	0.06%	149
2019 Q2	$256K	Hold	7,500	–	–	0.05%	150
2019 Q1	$255K	Hold	7,500	–	–	0.05%	144
2018 Q4	$244K	Buy	7,500 +1,500	+25%	+$48.8K	0.05%	141
2018 Q3	$237K	Hold	6,000	–	–	0.05%	161
2018 Q2	$234K	Hold	6,000	–	–	0.05%	163
2018 Q1	$220K	Hold	6,000	–	–	0.05%	164
2017 Q4	$206K	Hold	6,000	–	–	0.04%	180
2017 Q3	$204K	Buy	+6,000	New	+$204K	0.05%	177